The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Told you previously Windy on FDA approvel this will surpass the ATH, that’s an extremely viable assumption
To make. Doesn’t matter how long you have owned the stock you will still make profit if that happens. Of course you can try trade this, however what’s the point if you believe FDA approval will happen, you could try be smart one day for example the people selling this morning thinking because GSA have increased the short this would tank today but the price today is 9% up or you can just wait it out and not worry. Depends if you want to gamble or believe in the science and overall investment case. The Trial is not a fantasy, it will eventually conclude one way or another. Just a waiting game.
Again I’m not looking at a week by week share chart, that’s just gambling. I’m looking at the overall trend of where this is heading as an investment opportunity back to a more reasonable valuation, not a quick trade. Although still awaiting that FDA approval catalyst that’s the real prize imo.
What you on about Touk it’s obvious the price has dropped based on sentiment of shock placing. 19-20% dilution doesnt warrant a 70% plus drop in share price, ask yourself what has realistically materially changed from Nov price of 160 odd? If anything we are fully funded and the 2w trial is on schedule as per the Q&A. It’s all market games and negative sentiment doesn’t last forever. PS it’s not ramping based on my above reasoning. I welcome any counter points though if you have them 🤣🤔👍.
“You simply can't divorce the SP from this as it’s our only gauge to whether or not this investment will pay off.”
This is AIM of course you can divorce the SP to the science and potential, all you need to do is look at other companies on different exchanges to see what the value other pharmaceutical companies are that are comparable, you also need to remember our current phase 1 is extremely data comprehensive, normally phase 1 doesn’t include 10 plus biopsies etc. If people are using the current share price to gauge future company potential, they need to do more research imo.
“That says to me (in conjunction with the SP,), that the initial start of the trial did not "exceed" any sort of expectation, as more patients were needed, more dosing, different rates, to try and "prove" it was worth carrying on”
That’s totally rubbish, the objective was to find the MTD in a safety trial. Not to mention the person that’s seeing the biggest response so far is one from the lower dose cohort’s. Stretching the imagination a little there Windy.
Windy the data is exceptional considering it’s more than one patient seeing a response in a safety trial when they weren’t even trying for efficacy. The upcoming efficacy trials will be fully designed to maximise success. Platform concept been proven though (it works as designed and expected), that’s arguably even more exciting. There is nothing in the science and data presented so far that suggests they won’t have considerable success in the upcoming efficacy trials especially when they are designed around Dox sensitive high fap tumours. Nothing will be left to chance especially since the bar to replace the current treatment is so low anyways. Procedural formality imo.
Or they are panicking the 42 price didn’t exactly pay off for them, with the presentation coming up and the blackout period over, news flow can certainly arrive. Wouldn’t be surprised over the next couple of weeks this will rapidly go back up as sentiment starts to turn after the initial shock of placing.
You do realise they can administer many cycles over the current treatment of Dox hence why we are seeing results in patients that are still on this chemo approximately a year at a lower dose of AVA6000. It’s the cumulative dose that’s important and number of cycles over the current standard toxic version of the chemo.
Seriously will stick with the case studies and real life result’s, than pay attention to Touk the Sunday scientists analysis. Only takeaway he should be involved with is the pensioners fish and chips on a Friday.
I’m not here to call this stock, Mr truth, I’m here to share my research and have fun waiting for the inevitable FDA approval decision. Traders can do anything they like, to try predict their next gambling fix for all I care.
Sorry wyn the price doesn’t drop from 160 odd to 80 based on a chart when they were presenting to the institutional investors about a placing. It was leaked and sold into. No graph is going to compensate for news like that.
It wasn’t charting that caused the drop it was people in the know. Also on other news I wonder if the presentation Dr Smith has on the 30th has some 2w data available that’s been running for a while now they will have a good idea what’s go on already, especially considering lower more frequent doses seems to be the sweet spot anyways.
Don’t know why anyone would bother charting an aim company tbh. News could arrive at anytime especially considering Avacta research obsessed PI base that can uncover and share things 3-4 days before an RNS arrives (for example launch in Germany is that not RNS worthy?)
Windy on FDA approval in your opinion on the assumption of what oncology drugs are usually valued at not to mention FDA validation of the platform, do we surpass our all time high of 285p? If the answer is yes which let’s be honest it’s hard to argue against that, no matter what you bought in for you will still be making a profit… some people will be making more profits than others however worst case even if you bought at our ATH you would still be making a profit on FDA approval of AVA6000. Hence why I said if you believe in FDA approval you will make money.
All that matters is how much Avacta is worth on FDA approval of AVA6000. Everything else in the meantime is irrelevant, if you believe FDA approval will happen. Main macro points are we are funded and the data is exceptional. All you need to do now is wait for the trials to conclude, which they will in due course and wait for the FDA’s decision. Talking about the past or management etc will have no impact on the trial results and whether the FDA will give the green light.